+40.1%
UNP vs SOUN
-60.0%
+100.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.5% |
| 7D | +4.2% | -15.1% | +19.3% | +4.4% |
| 30D | +5.6% | -23.0% | +28.5% | +5.9% |
| 3M | +2.0% | -53.3% | +55.4% | +2.9% |
| 6M | +15.4% | -58.6% | +74.0% | +16.5% |
| YTD | +32.7% | -65.0% | +97.7% | +34.0% |
| 1Y | +39.4% | -71.4% | +110.9% | +41.2% |
| 3Y | +54.3% | +75.4% | -21.1% | +52.3% |
| All | +40.1% | -60.0% | +100.1% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SOUN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling